See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $33,339 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,374 | $55,415+93.8% | $155,509-31.0% | $74,495+44.1% |
| Participation rate | 88.9% | 61.9%+27.0pp | 78.2%+10.7pp | 67.2%+21.7pp |
| Annual return | 14.66% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $4,607 | $2,267+103.2% | $4,672-1.4% | $2,623+75.7% |
| Participant deferral / active EE | $6,677 | $2,836+135.4% | $5,626+18.7% | $4,346+53.7% |
| Admin fee / account holder | $168 | $1,738-90.3% | $15,912-98.9% | $1,942-91.3% |